Remote Relationship Manager, Fiduciary Services

Strongpoint Partners; Des Moines (IA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager to join our growing 3(16) Fiduciary Services team. In this role, you'll serve as the primary point of contact for retirement plan clients, helping ensure delegated fiduciary responsibilities are carried out accurately, efficiently, and in compliance with ERISA requirements.

We're looking for a relationship-focused professional who thrives in a fast-paced environment, enjoys partnering with clients

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in qualified retirement plan administration, compliance, relationship management, or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high-volume environment.
• Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings.
• Previous experience working for a Third-Party Administrator (TPA), recordkeeper, or retirement services organization preferred.
• Experience using PensionPro, FT William, Empower, Voya, or similar retirement industry platforms.

Responsibilities

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities, including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner closely with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance.
• Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates.
• Respond promptly to client and participant inquiries while providing an exceptional customer experience.
• Build trusted relationships with clients through proactive communication and high-quality service.
• Other duties as assigned.

Skills

Relationship management

Communication

Client service

Organization

Attention to detail

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Tools

PensionPro

FT William

Empower

Voya

Microsoft Excel

Job description

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager to join our growing 3(16) Fiduciary Services team. In this role, you'll serve as the primary point of contact for retirement plan clients, helping ensure delegated fiduciary responsibilities are carried out accurately, efficiently, and in compliance with ERISA requirements.

We're looking for a relationship-focused professional who thrives in a fast-paced environment, enjoys partnering with clients